401(k) · DOL Form 5500 · 2024

Lumsden & Mccormick, LLP 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
122
Participants Small participant base
85th
Percentile by assets National rank
$455,898
Avg per participant High balance/head
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Official DOL plan name: Lumsden & Mccormick, LLP 401(k) Plan · Sponsored by Lumsden & Mccormick, LLP · New York · Professional & Technical Services

$56M in assets, 122 participants

Lumsden & Mccormick, LLP's Lumsden & Mccormick, LLP 401(k) Plan reported $56M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 85th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #17,372 in Professional & Technical Services (20,173 peers)

Coverage in New York

Lumsden & Mccormick, LLP 401(k) Plan covers 122 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $56M.

#17,372
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Lumsden & Mccormick, LLP 401(k) Plan's outsized position by total assets

Lumsden & Mccormick, LLP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$55,619,611 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lumsden & Mccormick, LLP 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lumsden & Mccormick, LLP 401(k) Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lumsden & Mccormick, LLP 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Lumsden & Mccormick, LLP 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Lumsden & Mccormick, LLP 401(k) Plan reported participants fell from 124 in the plan year 2023 filing to 122 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160765486 · Lumsden & Mccormick, LLP PY 2024 · 401(k)

Lumsden & Mccormick, LLP 401(k) Plan · $56M · 122 · 85th

  • ASSETS $56M
  • ASSETS 122
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Aew, Inc. Retirement Plan
  • ASSETS ind #17372

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New York →

Lumsden & Mccormick, LLP 401(k) Plan in the asset neighbourhood

Karyopharm Therapeutics Inc. 401(k) PlanKaryopharm Therapeutics Inc.…$56MLumsden & Mccormick, LLP 401(k) PlanLumsden & Mccormick, LLP 401…$56MAew, Inc. Retirement Plan$56MBartlett & West, Inc. 401(k) Profit Sharing PlanBartlett & West, Inc. 401(k)…$56MMidwest Atc Service 401(k) & Pension PlanMidwest Atc Service 401(k) &…$56M
End-of-year total assets ($M) among Lumsden & Mccormick, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$56M
Net Income$5M
Employer EIN160765486
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lumsden & Mccormick, LLP)

Sponsor-wide plan assets over time

All Lumsden & Mccormick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$56M 36.93878372544296% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $40.6M $55.6M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 117 $41M
2023 1 124 $51M
2024 1 122 $56M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Lumsden & Mccormick, LLP 401(k) Plan, Total assets ($B): 0.055619611 · Participants: 122Lumsden & Mccormick, LLP 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Lumsden & Mccormick, LLP 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Lumsden & Mccormick, LLP 401(k) Plan side-by-side with 3 peers →

Lumsden & Mccormick, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aew, Inc. Retirement Plan in MI ($56M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lumsden & Mccormick, LLP 401(k) Plan assets move in 2024? ▼
Lumsden & Mccormick, LLP 401(k) Plan grew at a solid clip - up 8.9% during 2024, from $51M to $56M. Reported net income was $5M.
How have Lumsden & Mccormick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lumsden & Mccormick, LLP's sponsor-wide assets grew 36.9%, from $41M to $56M.
Where does Lumsden & Mccormick, LLP 401(k) Plan rank by assets among Form 5500 filers? ▼
Lumsden & Mccormick, LLP 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aew, Inc. Retirement Plan in MI ($56M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Lumsden & Mccormick, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 160765486.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.